Fortitude Advisory Group’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-15,802
| Closed | -$126K | – | 241 |
|
|
2026
Q1 | $126K | Hold |
15,802
| – | – | 0.06% | 214 |
|
|
2025
Q4 | $126K | Hold |
15,802
| – | – | 0.05% | 206 |
|
|
2025
Q3 | $124K | Hold |
15,802
| – | – | 0.07% | 208 |
|
|
2025
Q2 | $121K | Hold |
15,802
| – | – | 0.07% | 208 |
|
|
2025
Q1 | $120K | Hold |
15,802
| – | – | 0.09% | 191 |
|
|
2024
Q4 | $126K | Hold |
15,802
| – | – | 0.08% | 191 |
|
|
2024
Q3 | $130K | Hold |
15,802
| – | – | 0.08% | 199 |
|
|
2024
Q2 | $125K | Hold |
15,802
| – | – | 0.07% | 190 |
|
|
2024
Q1 | $120K | Hold |
15,802
| – | – | 0.07% | 206 |
|
|
2023
Q4 | $120K | Sell |
15,802
-3,105
| -16% | -$22K | 0.07% | 211 |
|
|
2023
Q3 | $134K | Buy |
18,907
+679
| +4% | +$5.03K | 0.09% | 194 |
|
|
2023
Q2 | $134K | Hold |
18,228
| – | – | 0.1% | 202 |
|
|
2023
Q1 | $135K | Hold |
18,228
| – | – | 0.1% | 211 |
|
|
2022
Q4 | $130K | Hold |
18,228
| – | – | 0.11% | 205 |
|
|
2022
Q3 | $123K | Hold |
18,228
| – | – | 0.12% | 192 |
|
|
2022
Q2 | $138K | Hold |
18,228
| – | – | 0.13% | 191 |
|
|
2022
Q1 | $156K | Buy |
18,228
+553
| +3% | +$5.04K | 0.08% | 247 |
|
|
2021
Q4 | $182K | Buy |
+17,675
| New | +$175K | 0.09% | 217 |
|
Fortitude Advisory Group's CXH Position: Q2 2026 in Review
Fortitude Advisory Group sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 15,802 shares — an estimated $126K sold.
Fortitude Advisory Group first reported a position in CXH in Q4 2021 and held it in 18 quarters. The position peaked at $182K in Q4 2021. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.
- Fortitude Advisory Group reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Fortitude Advisory Group sold 15,802 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $126K.
- Fortitude Advisory Group first reported a position in MFS Investment Grade Municipal Trust in Q4 2021 and held it in 18 quarters.
- Fortitude Advisory Group's MFS Investment Grade Municipal Trust position peaked at $182K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.
Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.